New Sales Tool

To start, go to Tools from the menu on the left and click on Sales Tools.

On the Sales Tools listing page, you can create a new one by clicking the  button in the top-right corner.

• Tool Name: Enter the name of your sales tool.
• Type: Select a sales tool type from the dropdown menu. ConvergeHub offers four types: Checklist, Conversation Guide, Status, and Text.
• Status: Choose Published to activate the tool immediately or Unpublished to activate it later.
• Save: Click Save to complete the creation process.

A. Checklist as Sales Tool
It can include a list of questions or pointers that the sales representative needs to follow while dealing with the prospects. It can act as a standard handbook to be given to the sales agents before starting to deal with the prospects.

If you choose a checklist as the type of sales tool, then you will have to fill in more fields as shown below:

• Module: Select the primary module for which you want to apply the sales tool.
• Submodule: Choose the specific submodule for the sales tool. For example, if you’re creating a product checklist for all leads, “Product” would be the submodule.
• Questions: Add the questions for your checklist.
• Add Another: Click on the +Add Another button to add more questions to your checklist.

B. Conversation Guide as Sales Tool
It can be a rough set of guidelines to provide idea to the sales agents as to how they need to engineer the conversation with the prospects. Unlike the checklist which calls for complete adherence by the sales agents, a conversation guide can function in the form of a general reference point for the sales reps, whenever they are stuck in the interaction.

If you choose a conversation guide as the type of sales tool, then you will have to fill in more fields as shown below:

• Questions: Add the question to the conversation guide.
• Add Another: Click on the +Add Another button to add more questions to the conversation guide.
• Field Type: Select the field type from the action drop down.
• Field: Select the related field. For example, if you want to create a conversation guide for all the leads concerning their industry. Then the industry will become the selected field here.

C. Status as Sales Tool
Queries can be asked to the sales representatives who have to give an exact status of whether the scheduled task has been done or not.

D. Text as Sales Tool

• Module: Select the primary module for your sales tool, such as Leads.
• Submodule: Choose the specific submodule. For instance, you could select Partner and add a simple Text field. When a new partner is added to the Leads sub-panel, this allows you to use a text-based sales tool.